Retirement Wealth Solutions LLC HLN — HALEON PLC

Ownership history in Retirement Wealth Solutions LLC  ·  6 quarters on record

AI Ownership Summary

Retirement Wealth Solutions LLC reported HALEON PLC (HLN) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q2. The latest visible filing shows HLN at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HLN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Retirement Wealth Solutions LLC's position in HALEON PLC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

HLN was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

HLN stock page Retirement Wealth Solutions LLC fund profile Retirement Wealth Solutions LLC full holdings
How Retirement Wealth Solutions LLC held HLN — position size vs. price
% of Fund (quarterly)    HLN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 385 -8 -2.0% 0.00% $4K 2026-07-07 $9.84
2026 Q1 ADDED — — — 393 +225 +133.9% 0.00% $4K 2026-04-07 $9.75
2025 Q4 ADDED — — — 168 +66 +64.7% 0.00% $2K 2026-01-07 $9.92
2025 Q3 ADDED — — — 102 +1 +1.0% 0.00% $915 2025-10-08 $8.92
2025 Q1 REDUCED 51.4% +1.9% ❌ 101 -107 -51.4% 0.00% $1K 2025-04-08 $9.07
2024 Q4 INITIATED — — — 208 — — 0.00% $2K 2025-01-15 $8.83

🏢 Other funds also holding HLN

As of 2026 Q2 — sorted by position size

Arlington Partners LLC 3Y 7Y 0.5% Pacific Excel Wealth Advisors, Inc. 0.08% Ballew Advisors, Inc 3Y 7Y 0.06% Central Pacific Bank - Trust Division 0.04% Hilltop National Bank 0.03% CONFLUENCE INVESTMENT MANAGEMENT LLC 3Y 7Y 0.02% Versant Capital Management, Inc 3Y 7Y 0.01% GAMMA Investing LLC 0.01% Grove Bank & Trust 3Y 7Y 0.0% Arlington Trust Co LLC 0.0%

FAQ About Retirement Wealth Solutions LLC and HLN

These are the practical questions this page is built to answer before you even open the full history table.

How long has Retirement Wealth Solutions LLC reported owning HLN?

Retirement Wealth Solutions LLC reported HLN across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported HLN position in Retirement Wealth Solutions LLC's portfolio?

The largest reported portfolio weight for HLN was 0.00% in 2026 Q1.

What is the latest reported HLN position on this page?

The most recent filing on this page is 2026 Q2, when Retirement Wealth Solutions LLC reported 385 shares, equal to 0.00% of portfolio, with an estimated market value of $4K.

What does the chart on this HLN ownership page compare?

The chart compares Retirement Wealth Solutions LLC's quarterly HLN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Retirement Wealth Solutions LLC time their HLN position?

Based on 13F filing dates vs. subsequent HLN price moves, Retirement Wealth Solutions LLC correctly timed 4 out of 5 reported position changes (80%). The annualised alpha on HLN relative to SPY over the holding period was -9.4%.

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